Christopher Camburn is a CFP® with 26 years of industry experience, currently with Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial since 2010. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Gary Sluck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. Outside of his advisory work, he has served as a high school basketball referee. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Amanda Samudio is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2021 and previously held roles at Allstate and SUNY New Paltz. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of investment and advisory capabilities.

Patrick Sullivan is a CFP®, ChFC®, and Series 63 licensed financial advisor with 32 years of industry experience. He is affiliated with Private Advisor Group, LLC and has worked with Pag Financial, LLC since 2020, as well as LPL Financial since 1997. Sullivan also spends time selling fixed insurance products, including fixed annuities and various types of life insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, serving individuals, trusts, estates, charitable organizations, and corporate clients.

Nicolas Carrion is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and two years of industry experience. He has worked at Private Advisor Group since 2024 and previously gained experience at LPL Financial LLC and in roles at Pennsylvania State University and The Sagamore Resort. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, offering access to third-party asset managers and a firm-managed separately managed account program.

Robert Pettit is a financial advisor at Corient with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including RegentAtlantic and Mass Mutual Investors Services. Pettit's background also includes roles outside finance, such as work with Park Boulevard Productions and University of the Arts. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Simon Kunthara is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, and other firms. Outside of his advisory role, he is the owner and partner of SiHa LLC, a real estate business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm serves individual clients within the Schwab ecosystem and does not exercise discretionary trading authority.

Derek Sausa is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior work includes positions at Greenberg & Rapp, M Holdings Securities, Inc., and Citigroup. Outside of his advisory role, he is involved in property management as a landlord. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct client portfolios.

Francis Johnson is a CFP® with 26 years of experience and is currently affiliated with TLG Advisors, Inc. He has held positions at Griffin Distribution Partners LLC, The Leaders Group Inc, Guardian NFN, Massachusetts Mutual Life Insurance Company, MML Investor Services LLC, and Axa Distributors, LLC. Outside of his advisory roles, he is a registered representative involved in the insurance business at Griffin Distribution Partners LLC. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Mary Pucciarelli is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and 41 years of industry experience. Her prior work includes roles at Reilly Financial Group, Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm provides a comprehensive adviser-support platform, including managed-account programs and access to third-party asset managers, while acting as a wrap-fee program sponsor and back-office provider.

Natani Drati is a CFP® professional at Schwab Wealth Advisory with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Northwestern Mutual Investment Services LLC, JP Morgan, and Rick Hu. Outside of financial advising, he has worked as a food delivery driver for Instacart and Uber and is engaged in youth sports training for football and speed and agility. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Donald Rasweiler is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Benjamin F. Edwards & Company, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm’s approach includes strategic asset allocation, manager selection, and use of various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Dean Loucka is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services, TD Ameritrade, Charles Schwab, AE Wealth Management, and Rightbridge Financial. He is based in Jersey City, NJ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm delivers investment recommendations across various asset classes and conducts annual financial reviews without exercising discretionary trading authority.

Vincent Dotti is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes five years at Ameriprise and 26 years at Royal Alliance Associates, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm is known for its mix of advisory and brokerage solutions, non-discretionary asset management, and access to alternative investments via platforms like CAIS.

Charles Churchill is a financial advisor at Citigroup Global Markets with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains large institutional capabilities alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Boureima Diallo is a CFP® professional with four years of industry experience, currently serving at Transamerica Financial Advisors. He has a long-standing association with United Financial Services and the Transamerica Agency Network, where he has been involved in recruiting, training, and business development since 2002. Diallo also engages in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, serving clients through an extensive advisor network.

Helder Samagaio is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrew Newman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Wells Fargo Advisors for five years before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and supporting held-away account management through multiple custodians and third-party platforms.

Larry Daniels III is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously with Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory role, he is an attorney specializing in real estate law and serves as New York Market President for C-Suite for Christ, an organization focused on Christian business practices. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed and third-party models, discretionary asset management, and financial planning services.

Andreas Kokkinos is a financial advisor with Citigroup Global Markets holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Citigroup Global Markets since 2014, with a brief period of unemployment from 2019 to 2020. He has an affiliation as a life insurance agent with a Mass Mutual Insurance Agency but has not actively pursued this role beyond personal and family-related cases. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, custody services, and derivatives trading. The firm combines large institutional scale with in-house research, swap dealer activities, and bespoke discretionary solutions for very large clients.